-PDF Download- Donor Centered Planned Gift Marketing EBOOK

Donor-Centered Planned Gift Marketing

Author: Michael J. Rosen

Publisher: John Wiley & Sons

Published: 2010-11-29

Total Pages: 390

ISBN-13: 0470915331

A fresh step-by-step guide for identifying your nonprofit's planned giving prospects and inspiring them to give generously Donor-Centered Planned Gift Marketing helps nonprofit organizations move beyond traditional marketing techniques that have historically yielded only modest results and reveals how putting the focus on the donor can produce the best outcomes for all. Here, nonprofits new to gift planning will learn to market effectively from the start while those with established programs will discover ways to enhance their efforts. You will learn about various donor-centered marketing channels and techniques, as well as how to generate internal support for an improved planned gift marketing effort. Full of useful and proven tips you can implement for immediate results Offers practical tools including forms and checklists Includes a worksheet to help organizations calculate their planned giving potential Sharing the latest research findings, this book shows you how to identify who your planned giving prospects are. You will learn how to effectively focus on them through meaningful communication that ultimately inspires them to give-and give more.

Donor-centered Fundraising

Author: Penelope Burk

Publisher: Hamilton, ON : Burk & Associates

Published: 2003

Total Pages: 244

ISBN-13:

DOWNLOAD EBOOK →

"Working from research conducted over six years with hundreds of charities and donors, 'Donor-Centered Fundraising' paints a candid picture of why donors stop giving to charities they once supported, and what it will take to preserve their loyalty in the future. In clear language and backed by statistical evidence, Penelope Burk explores the pitfalls of our traditional approaches to donor communication and recognition and articulates what donors want but seldom get from the charities they support. The book features straightforward and accessible calculations that show how much money charities are failing to raise, and offers a step-by-step procedure for testing a donor-centered alternative and gaining its acceptance in any organization."--From publisher description.

Keep Your Donors

Author: Tom Ahern

Publisher: John Wiley & Sons

Published: 2007-11-27

Total Pages: 484

ISBN-13: 0470080396

DOWNLOAD EBOOK →

Written by fundraising experts Tom Ahern and Simone Joyaux, Keep Your Donors is a new, winning guide to making disappointing donor retention rates a thing of the past. This practical and provocative book will show you how to master the strategies and tactics that make fundraising communications profitable. Filled with case studies and based in part on the CFRE and AFP job analyses, Keep Your Donors is your definitive guide to getting new donors—and keeping them—for many years to come.

The Ultimate Quick Reference Planned Giving Pocket Guide

Author: Viken Mikaelian

Publisher:

Published: 2015-01-09

Total Pages: 55

ISBN-13: 9781942925002

DOWNLOAD EBOOK →

This is the insiders' guide to what planned gifts can do for donors and for your non-profit organization. This is not another ways-to-give brochure.Keep it open beside you the next time you phone a potential donor who has requested gift information. Carry it on your next road trip. It will keep you up to speed on what gift plans work for which prospects, so you'll be ready to move to Plan B if your first recommendation doesn't fly.Each gift description features a helpful visual illustration, a quick summary, and a straightforward discussion of the most important benefits and challenges. And each description comes with its own elevator pitch!Our goal with this publication is to make the relationship among planned gifts clear and accessible. Outright? Estate plan? Life income? Each has its benefits and challenges--and your job is to find the one that best matches your donor's objectives while helping your organization address its priorities. Whether you're a volunteer or professional fundraiser, this Pocket Guide delivers fast facts and insightful overviews to help you close more and larger gifts faster.The perfect companion for those who work with philanthropists who believe deeply in supporting charity through their estate and other creative ways.

Fired-Up Fundraising

Author: Gail A. Perry

Publisher: John Wiley & Sons

Published: 2007-06-15

Total Pages: 256

ISBN-13: 0470135905

DOWNLOAD EBOOK →

Praise for Fired-Up Fundraising: Turn Board Passion into Action "Fired-Up Fundraising is honest, realistic, practical, and inspiring. It transforms the whole concept of fundraising from obligation and drudgery into passion and fun. Every CEO, development director, development consultant, and board chair needs to have and use this book." —Charles F. (Chic) Dambach President and CEO, Alliance for Peacebuilding Former Senior Consultant, BoardSource "A breakthrough! Fired-Up Fundraising takes the mystery out of engaging your board in the ongoing work of fundraising. In this well-organized little book, Gail Perry lays out a commonsense, four-step process that will fire up your board and help you meet your fundraising goals, year after year." —Mal Warwick author of How to Write Successful Fundraising Letters "Fired-Up Fundraising: Turn Board Passion into Action is by far the best book I have ever read on how to involve board members in the entire process of fundraising, from identifying prospects, cultivating them, and finally making 'the ask.' Just as important, it is an invaluable guide on how to select, enlist, train and especially inspire board members so they take ownership of their institutions. Every nonprofit CEO and development officer should read this book." —Robert L. Gale President Emeritus, Association of Governing Boards of Universities and Colleges and founder of BoardSource (formerly known as the National Center for Nonprofit Boards) "This is the book for which EVERY nonprofit chief executive has been yearning since time immemorial. Every nonprofit needs money to survive and thrive, and every nonprofit has a board of trustees to help raise it, but few nonprofits come anywhere near using their boards to maximum benefit. Fired-Up Fundraising, a reader-friendly, realistic, and practical playbook written by a richly experienced, highly literate fundraiser turned consultant, takes readers by the hand and leads them step-by-step through eminently doable ways of inspiring the greatest possible engagement of-and return from-their trustees. It will instantly become the gold-standard guide for building successful boards." —Joel Fleishman Professor of Law and Public Policy and Director, The Foundation Research Program, Duke University

92 Strategies for Marketing Planned Gifts

Author: Scott C. Stevenson

Publisher: Jossey-Bass

Published: 2013-05-13

Total Pages: 0

ISBN-13: 9781118690451

DOWNLOAD EBOOK →

Originally published by Stevenson, Inc., this practical resource assists nonprofit leaders and professionals in discovering new and better ways of identifying, cultivating, and successfully soliciting more planned gifts. In addition to actionable tips and techniques, this resource provides examples from other charities and nonprofit organizations as well as useful forms and brochures. Important topics covered include: Strategies for promoting bequests Incorporating planned giving into capital campaigns Developing planned giving marketing plans Acquiring testimonials Identifying planned gift expectancies Planning guidebooks Attracting planned gifts Life insurance gifts Residual bequests Preserving planned gift expectancies Prospect management Referral forms Donor/prospect communication Employee giving Please note that some content featured in the original version of this title has been removed in this published version due to permissions issues.

Simple Development Systems

Author: Pamela Grow

Publisher:

Published: 2019-12-07

Total Pages: 117

ISBN-13: 9781671296947

DOWNLOAD EBOOK →

How do smart nonprofit solo-fundraisers find their focus, lose the overwhelm, create a strategy, and -- most importantly -- fund the mission? Simple Development Systems to the rescue! Lose the "fits-and-starts" fundraising model so prevalent in our sector and get on a plan. Discover how to create the donor-focused fundraising systems that move your organization forward -- in any economy! Covering: *Nonprofit Storytelling *Foundation Grants *Fundraising Planning *Multichannel Fundraising Appeals *Donor Newsletters *Nonprofit Annual Reports *Selecting Your CRM, and more Written by an in-the-trenches fundraiser with nearly two decades of experience, Pamela Grow knows what it's like to face limited resources and overwhelming need. She guides you surely and safely through Bright Shiny Object Syndrome on to a roadmap of what really works. You'll learn how to systematize your fundraising and grow your individual donor base exponentially. Loaded with tools, templates, and even recorded webinars, Simple Development Systems will get you off the fundraising hamster wheel once and for all - GROWing your sustainable funding. Guaranteed. The essential guide for fundraising executive directors, new development directors, and board members who want to know the real secrets to fundraising success. About the Author Pamela Grow is the founder of Basics & More Fundraising online training, offering the time and budget-strapped nonprofit professional classes in the systems that build their fundraising. Pamela was named one of the 50 Most Influential Fundraisers by UK's Civil Society magazine, and in 2016 she was named one of the Top 25 Fundraising Experts by the Michael Chatman Giving Show. She's been featured by the Chronicle of Philanthropy, the Foundation Center and Small Shop Savior, a weekly column of NonprofitPRO Magazine. Her weekly newsletter, The Grow Report, reaches over 40,000 nonprofit professionals. Pamela can help you take your donors from first-time gift...to lifetime!

Engagement Fundraising

Author: Greg Warner

Publisher:

Published: 2018-09-18

Total Pages: 186

ISBN-13: 9781732262812

DOWNLOAD EBOOK →

THE TIME HAS COME This book is for you if you know your job is getting harder because donor expectations have changed, the old orthodoxies and conventions don't work anymore, and competition for the charitable dollar is growing. Engagement Fundraising was developed from the perspective of a donor who discovered firsthand that the impersonal, spray-and-pray approaches of his beloved charity were not only offensive but also wasteful and ineffective. With Engagement Fundraising, you can be the fundraiser you want to be, helping wealthy and legacy-minded individuals find meaning in their lives through giving. The key is in leveraging smart strategies and powerful technologies to engage your supporters with highly relevant, captivating, respectful communications. Try Engagement Fundraising and the results will speak for themselves.

The Philanthropic Planning Companion

Author: Brian M. Sagrestano

Publisher: John Wiley & Sons

Published: 2016-03-17

Total Pages: 464

ISBN-13: 1118221842

DOWNLOAD EBOOK →

A donor-centered guide to charitable gift planning for fundraisers and professional advisors The Philanthropic Planning Companion compiles and analyzes the latest research on donor/client behavior, discussing the need for segmented approaches to charitable gift planning based upon the values and personal planning objectives of the donor/client. With its many tools, checklists and sample materials, it will serve as your charitable giving guide in your work with your donors/clients. Whether you are building your practice to work with high net worth clients or you are enhancing your fundraising program, this is the book you will keep close at hand. Outlines how an integrated, donor-centered, values-based, philanthropic planning approach can be implemented Explores the latest research focuses on donor behavior For fundraisers and professional advisors alike, The Philanthropic Planning Companion is the one-stop resource you'll keep by your side to help your donors/clients meet their charitable and personal planning objectives.